Security key
13000T109
- Security type / class
- Equity / Stock
- Total 13F shares
- 632,828
- Total 13F value
- $632,949
- Share change
- +47,515
- SEC-reported price per share
- $1.00
- Number of holders
- 15
- Value change
- +$47,399
- Number of buys
- 6
- Number of sells
- 4
Report period
Q1 2024
Institutions
15
Top holders
10
CWD full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
CaliberCos Inc. SEC filings
CaliberCos Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 13000T109
Recent filing periods:
Ownership snapshot
Top reported holders of CWD - CaliberCos Inc. - Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Donnie R. Schrader
Disclosed value leader
Donnie R. Schrader
Comparable rows
0/12
Latest evidence
31 Dec 2023
3/4/5
13F
Highest disclosed value: $4,814,845
12 rows are not safely comparable across share classes.
Showing 1-6 of 12 holder rows.
Quick read
Donnie R. Schrader has the largest disclosed position value at $4.81M.
0 of 12 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Donnie R. Schrader's linked filing trail.
Disclosed position value
Top 5
Donnie R. Schrader
$4.81M
Mariner, LLC
$438.8K
CAPITAL INSIGHT PARTNERS, LLC
$147.1K
Roy J. Bade
$135K
Fortitude Family Office, LLC
$62.3K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 12 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Donnie R. Schrader |
3/4/5
10%+ Owner
|
—
mixed-class rows
|
$4,814,845
7,100,699 shares
mixed-class rows
|
— | 15 May 2023 |
| Mariner, LLC |
13F
Company
|
—
class O/S missing
|
$438,797
340,153 shares
|
— | 31 Dec 2023 |
| CAPITAL INSIGHT PARTNERS, LLC |
13F
Company
|
—
class O/S missing
|
$147,075
114,011 shares
|
— | 31 Dec 2023 |
| Roy J. Bade |
3/4/5
Ch. Development Officer
|
—
mixed-class rows
|
$135,019
462,137 shares
mixed-class rows
|
— | 25 Sep 2023 |
| Fortitude Family Office, LLC |
13F
Company
|
—
class O/S missing
|
$62,324
48,313 shares
|
— | 31 Dec 2023 |
| 1776 Wealth LLC |
13F
Company
|
—
class O/S missing
|
$32,250
25,000 shares
|
— | 31 Dec 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
15
Shares
632,828
Rows available
15
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2024 vs Q1 2026 Across Filers
Q1 2026 holders
1
Q1 2024 holders
15
Holder diff
14
| Investor | Q1 2026 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q1 2026 value | Q1 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend